Unclaimed
Maren Cuykendall is an investment advisor representative associated with World Investment Advisors, LLC. Maren is licensed to provide investment advice in California and is active in the state. Maren has been a registered Investment Advisor Representative (IAR) since October 11, 2018. The firm provides investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles, state or municipal government entities, and other investment advisors. The firm's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/11/2018 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
IA
Issued 06/27/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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